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Job summary: Primarily responsible to generate business from existing and prospecting clients under Wealth Management Group ; Maintains portfolio credit quality ; Manages and monitors accounts to ensure revenue targets
Responsibilities:
1. Develops and originates new deals and business opportunities from existing and prospective accounts and manages the loan-related relationship
2. Analyzes current and prospective portfolio and prepares growth and profitability account strategies;
3. Delivers/achieves revenue targets and manages and grows portfolio
4. Monitors and ensures clients compliance with the documentary requirements
5. Ascertain proper disposition and booking fee and commissions due to and from clients within the time frame
6. Ensuring that regular transaction details such as maturities, repricings, PN renewals, paydowns, and others are coordinated/facilitated properly and efficiently with the clients and with various servicing units of the Bank
Job ID: 66026461